Beyond Budgeting: Why Modern FP&A Teams Are Ditching the Annual Plan - Ep. 065

In Episode 65 of the CPM Customer Success podcast, we examine why finance leaders are moving beyond static, once-a-year budgets toward dynamic, data-driven planning. The conversation explores the limits of traditional budgeting, the core principles of Beyond Budgeting, and how rolling forecasts and scenario modeling create real-time responsiveness. We also discuss how AI and unified platforms such as OneStream help turn data into action within a single, governed model.

What you’ll learn

• The common failure points of annual budgets and how they erode confidence

• The operating pillars of Beyond Budgeting: agility, transparency, and decentralized decision making

• How to implement rolling forecasts and scenario planning without adding complexity

• Practical ways to apply AI and OneStream to accelerate insight and execution

Case examples

• A global water technology company reduced data load times from six hours to 15 minutes

• An automotive manufacturer moved from disconnected models to a finance-owned performance framework

Whether you are modernizing FP&A or simply looking to reduce planning fatigue, this episode offers clear steps to build a faster, more adaptable planning process.

Listen now:

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